Ensic Co., Ltd. held hands in Ningde Times Welcome Progress: It is planned to build 16 production lines in Xiamen, with a total investment of 5.2 billion

Lithium battery diaphragm leading enterprise Ensijie (SZ002812, stock price 242.15 yuan, market value 216.1 billion yuan) disclosed the progress of cooperation with power battery leading company Ningde Times (SZ300750, a stock price of 506.52 yuan, and a market value of 1.18 trillion yuan).

On the evening of June 20, Enjie announced that the platform company established by the joint venture between the two parties will set up a project company to invest in the construction of 16 lithium -ion battery diaphragm base membrane and coating segmentation production line. Systems, energy storage battery systems and other markets have a total investment of 5.2 billion yuan.

"Daily Economic News" reporter noticed that the septum industry in Enjie is the highest average gross profit margin among the four major lithium power main materials. In the Ningde Times, related cooperation investment or guaranteeing its supply chain security.

It is planned to invest 5.2 billion expansion projects

According to the Anjie announcement, recently, the management committee of the Xiamen Torch High -tech Industrial Development Zone, Xiamen Tong'an District People's Government and the company designated holding subsidiary Shanghai Enjie New Material Technology Co., Ltd. (hereinafter referred to as Shanghai Enjie) signed the "Investment Agreement) "

The platform company, which is a joint venture between Enjie and Ningde Times, will be a construction project company within the joint region of Xiamen Torch High -tech Industrial Development Zone and Xiamen Tong'an District People's Government. "Co., Ltd.", the proposed registered capital is 1.6 billion yuan.

The purpose of the establishment of this project company is to invest in the construction of 16 lithium -ion battery diaphragm base membrane and coating sub -production line, with a total investment of RMB 5.2 billion. The project is planned to be completed and partially put into operation in 2023. The land planned land area is 400 acres.

In fact, this project investment is the latest progress in cooperation between the two parties. In November last year, Enjie signed a cooperation agreement with Ningde Times.

The cooperation agreement shows that the two parties will jointly invest and build a platform company, which are mainly engaged in the investment dry method and wet isolation film project. Enjie holds 51%of the shares of the platform company. The total investment amount is 8 billion yuan.

After the establishment of the platform company, the platform company jointly establishes a wet isolation film project company with a planned production capacity of 1.6 billion square meters/year. Then the platform company and Jiangxi Enbo New Materials Co., Ltd. set up a dry method isolation film project company, with a planned production capacity of 2 billion square meters/year.

In -depth cooperation trillion faucet may ensure the security of the supply chain

Ningde Times was a leading enterprise in the power battery industry. However, in the context of the continuous heat of the new energy industry, even leading companies must continue to take measures to maintain the security of the supply chain, and investment in upstream is one of the important measures.

It was mentioned in the cooperation agreement signed by Ningde Times and Enjie in November last year that the Ningde Times and Enjie regularly agreed on purchasing orders on a regular basis. Enjie ensured that the platform company and their investment projects invested The output of method isolation membrane products and the output of the wet isolation membrane products) are preferred to ensure the supply to Ningde Times.

In addition, based on this cooperation, under the same business conditions, within 5 years after the signing of the cooperation agreement, Enjie's wholly -owned subsidiaries (excluding project companies invested by the platform company) in the world Film products are preferred to Ningde Times. At the same time, Ningde Times preferentially purchased these companies' shipments.

In order to further lock the products of Enjie, the Ningde Times also signed the "Prepaid Agreement" with Enjie in December last year, agreed that Ningde Times paid a total of 850 million yuan in prepaid to Shanghai Ensic to ensure that Shanghai En En 2022 During the Ningde Times and its subordinates, the power battery wet diaphragm (base film and coating film) was supplied, and the total tax was about 5.178 billion yuan.

Why should the Ningde era continue to strengthen cooperation with Enjie to form in -depth binding? It is understood that the diaphragm is one of the four major lithium battery materials, and the market structure is more concentrated. Ensic Co., Ltd., as a leading enterprise, is naturally favored by downstream customers. In addition to the Ningde era, Yimei Lithium (SZ300014, a stock price of 10.1.25 yuan, and a market value of 192.3 billion yuan) also signed a joint venture business agreement with Enjie.

Daily Economic News

- END -